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Senior business development lead – managed accounts

Brisbane
Betashares Capital
Posted: 6 June
Offer description

Trellia Wealth Partners, part of the Betashares ecosystem, seeks a Senior Contributor to enhance managed account solutions. In this role, you'll lead engagements with advisers, provide technical portfolio expertise, and manage client relationships effectively.

We're looking for someone with 5–8 years in managed accounts, solid understanding of portfolio structures, and experience in client-facing roles. Join us to help financial advisers grow their businesses with tailored investment solutions.

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